a year ago
Disable the creation of new contacts from social media interactions
The Hearsay functionality that automatically creates contacts from social media interactions, like post replies and likes, often doesn’t provide enough contact information to be valuable to advisors/agents. To avoid creating contacts that may not be useful, admins can now disable creating contacts from social media interactions, which helps advisors/agents focus on more actionable clients, prospects, and leads.
To disable contact creation from social media interactions, reach out to your Customer Success Manager.